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Staff Accountant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , West Palm Beach

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Category:
IT - Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

A privately held family office is seeking an experienced Accountant to manage the day-to-day accounting and financial reporting for multiple entities and personal portfolios. The ideal candidate will come from a public accounting (CPA firm) background and bring strong technical accounting skills, discretion, and a service-oriented mindset.

Job Responsibility:

  • Maintain general ledgers for multiple entities (LLCs, trusts, partnerships, investments)
  • Prepare monthly, quarterly, and year-end financial statements
  • Handle bank, investment, and credit card reconciliations
  • Track intercompany transactions and allocations
  • Coordinate with external CPA firms on tax filings and year-end reporting
  • Assist with budgeting, cash flow tracking, and ad hoc financial analysis
  • Support audit, tax, and compliance requests as needed
  • Maintain accurate records for personal and business expenses
  • Ensure confidentiality and accuracy across all financial activities

Requirements:

  • Bachelor’s degree in Accounting or Finance
  • 2–3 years of experience in public accounting (HNWI)
  • Strong understanding of GAAP and financial reporting
  • Experience working with multiple entities and complex account structures
  • Proficiency with accounting software (QuickBooks, Sage, or similar) and Excel
  • CPA or CPA-track highly preferred
  • High attention to detail and strong organizational skills
  • Professional discretion and ability to work independently

Nice to have:

  • Exposure to high-net-worth individuals or family office environments
  • Experience with trusts, partnerships, or investment accounting
  • Prior interaction with tax preparation and compliance processes
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan

Additional Information:

Job Posted:
April 27, 2026

Work Type:
On-site work
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